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Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).
Advisory firms — LLCs, partnerships, and sole proprietors that households typically hire directly.
29,903 advisers found
Compare advisers as cards or a sortable table with reputation links.
Showing 24 of 24 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| IRON GATE WEALTH ADVISORS, LLC CRD 156453 | Poland, OH | Advisory firm LLC | $160.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SEQUINOX WEALTH MANAGEMENT, LLC CRD 335246 | Lancaster, PA | Advisory firm LLC | $160.0M | 3 advisors | Percentage of AUM; FINANCIAL PLANNING | View | |
| KENSINGTON FINANCIAL ADVISORS LLC CRD 136346 | Roseland, NJ | Advisory firm LLC | $159.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STEADY RETURNS CRD 166834 | AZ | Advisory firm LLC | $159.8M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| TRM ADVISORS LP CRD 321278 | Southfield, MI | Advisory firm LP | $159.8M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| SEASON INVESTMENTS, LLC CRD 158070 | Colorado Springs, CO | Advisory firm LLC | $159.7M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| READ & POWELL FINANCIAL SERVICES, LLC CRD 130189 | Elko, NV | Advisory firm LLC | $159.7M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| FAIRWAY FINANCIAL, LLC CRD 134675 | Casselberry, FL | Advisory firm LLC | $159.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CAPITAL FINANCIAL, LLC CRD 122844 | Olney, MD | Advisory firm LLC | $159.4M | 2 advisors | Percentage of AUM | View | |
| CORNERSTONE ALTERNATIVES CRD 330043 | CA | Advisory firm LLC | $159.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| U.S.A. FINANCIAL & TAX SERVICES, LLC CRD 306214 | Farmington, CT | Advisory firm LLC | $159.3M | 3 advisors | Percentage of AUM | View | |
| MODERN DOLLAR PLANNING, LLC CRD 174695 | St.. Louis, MO | Advisory firm LLC | $159.1M | 1 advisors | Fixed fees | View | |
| HDA WEALTH MANAGEMENT, LLC CRD 317346 | Poland, OH | Advisory firm LLC | $159.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| STRIVUS WEALTH PARTNERS LLC CRD 173580 | Jacksonville Beach, FL | Advisory firm LLC | $159.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS CRD 143462 | Dewitt, NY | Advisory firm LLC | $159.1M | 3 advisors | Percentage of AUM | View | |
| RETIREMENT INCOME STRATEGIES, LLC CRD 318052 | Evansville, WI | Advisory firm LLC | $159.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRAYSTREET PARTNERS CRD 334967 | San Antonio, TX | Advisory firm LLC | $159.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| PHOENICIAN CAPITAL LLC CRD 286033 | New York, NY | Advisory firm LLC | $158.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ALTAR ROCK CRD 326868 | CA | Advisory firm LLC | $158.7M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| PRIVATE FINANCIAL MANAGEMENT LLC CRD 313167 | CA | Advisory firm LLC | $158.7M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| VENTANA PRIVATE WEALTH LLC CRD 311878 | Denver, CO | Advisory firm LLC | $158.6M | 2 advisors | Percentage of AUM | View | |
| ADVISORY ADVOCATES LLC CRD 284100 | Grand Rapids, MI | Advisory firm LLC | $158.6M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| STARR-MATHEWS FINANCIAL, LLC CRD 166199 | Calhoun, GA | Advisory firm LLC | $158.6M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SONOMA PRIVATE WEALTH LLC CRD 308547 | Novato, CA | Advisory firm LLC | $158.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |